AllianceBern Tx Mgd Wlth Presv St C
AllianceBernstein L.P. 1345 Avenue Of The Americas
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Phone: 800-221-5672
| Category: | Conservative Allocation | | Fund Family: | AllianceBernstein | | Net Assets: | 30.57M | | Year-to-Date Return: | 11.01% | | Yield: | 1.27% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Aug-93 |
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Christopher Nikolich
Lead Manager since
04-May-92 | | | Nikolich is a senior vice president of AllianceBernstein L.P. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to achieve a high total return without undue risk to principal. The fund normally invests in a portfolio of equity and debt securities that is designed as a solution for investors who seek some opportunity for tax-efficient equity returns if the related risks are broadly diversified and overall portfolio volatility reflects a preponderance of debt securities. It targets a weighting of 30% equity securities and 70% tax-exempt debt securities with a goal of providing reduced volatility and modest upside potential. |
| Last Dividend
(17-Sep-09):
| 0.03 | | Last Cap Gain
(16-Dec-08):
| 0.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 63.20% |
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| Expense | ACICX | Category
Avg | | Total Expense Ratio: | 1.90%
| 0.86% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$ 607 | $637 | | 5 Yr Expense Projection*: |
$ 1,048 | $977 | | 10 Yr Expense Projection*: |
$ 2,271 | $1,926 |
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2.03% Nasdaq 
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